Jordan Matola
Jordan Matola is a registered investment advisor at Wells Fargo Advisors, based in Fraser, CO, with 21 years of industry experience. Jordan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Fraser, CO
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2010Other Business Activities
Jordan has several business activities, including ownership in Brand Results LLC (a car cleaning products marketing business), multiple rental properties, and ownership in Tri-Oak Financial LLC, StanfordOak LLC, Tri-Oak Real Estate 86 LLC, and commercial rental property. Jordan also serves as a trustee for the Tri-Oak Wealth Management 401k, dedicating minimal time to this role.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Adviser Dealer Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations42 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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